---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000298692.md"
description: "Jensen makes his case for Nvidia vs. competition, highlighting a chart what shows GB vs. H20 cost per token is 10x lower. My take: For the past two years investors have been concerned about a cheap competitor competing with Nvidia and we just don't see it because the hyperscalers think about total cost of ownership. $NVIDIA(NVDA.US)Source: Gene Munster"
datetime: "2025-10-28T17:21:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000298692.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000298692.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000298692.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Jensen makes his case for Nvidia vs. competition, …


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**